Trust Services

Financial independence can be difficult to maintain once you or a loved one becomes ill or mentally impaired. While you can’t plan for every circumstance, there are decisions you can make now that will help make potential unforeseen situations easier.

This short course will help you:

Explore future situations where you might need a financial caregiver Compile the documents needed to create a financial plan Discuss the topic of appointing a financial caregiver with...

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones.

Learn how to start planning, with insights around:

Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during...

In a world full of options, we are grateful to be your First Option in handling your Investment and Trust Administration needs. 

We're having our annual May Day Open House, on Friday, April 30, 2021 from 10am - 4pm. We hope you can come by and enjoy: 

Specially Packaged May Day Cupcakes Bouquets and Flower Seed Giveaways (while supplies last) Drawing for Fun Spring Items   and More!

Thank you for the confidence...

In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.

Monthly Economic Update
 

Presented by First Option Financial Services, January 2021
 

U.S. Markets

Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity...

In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events.

Monthly Economic Update
 

Presented by First Option Financial Services, December 2020

 

U.S. Markets

Stock prices powered higher and emboldened investors in November thanks to a series of positive news events.

The Dow Jones Industrial Average,...

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...

October Is Financial Planning Month Six areas of personal finance to review.

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...